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WORK
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- small business
HOW
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Client Alignment Questionnaire

Thank you for working with fwd digital marketing! We want to make sure we’re aligned with your goals and delivering the support you need. Please take a few minutes to answer the questions below to help us better understand your current priorities and future plans.

1. About Your Business

Business Name

Contact Person

Email

Phone Number

2. Your Audience

Who is your primary target demographic right now? (e.g. age, gender, income level, location, interests)

Has your target audience changed recently or are you planning to shift it soon?

YesNo

If Yes, Please Explain

3. Your Focus

What specific services, promotions, or products would you like us to prioritize promoting for the rest of the year?

Are there any seasonal campaigns, events, or offers we should be aware of in the coming months?

4. Content & Assets

How often can your team provide new visual assets (photos and videos)? MonthlyQuarterlyAnnuallyAs neededWe need help creating assets

Are you open to participating in photo or video shoots if needed? YesNoMaybe – depends on scope/timing

5. Digital Marketing Plans

Are you planning to expand your digital marketing efforts in the next 6-12 months? YesNoNot sure yet

If yes or maybe, what are you considering? (Check all that apply) Paid ads (Google/Facebook/Instagram)Email marketingSEOWebsite update or redesignMore social media platformsOther

6. Goals & Concerns

What are your top 2–3 goals for digital marketing for the rest of the year? (e.g. brand awareness, more leads, increased website traffic, event promotion)

What are your biggest concerns or pain points with your current digital marketing efforts?

7. Collaboration & Communication

How involved would you like to be in social media planning and content creation? Very involved – prefer to review and approve everythingModerately involved – check in regularly, approve major itemsMinimal involvement – trust fwd to take the lead

If you prefer to review and approve content drafts, how much lead time do you typically need? (e.g. 2 days, 1 week)

What’s the best way to reach you for feedback or approvals? EmailMonday.com (project management platform)Other

8. Performance & Reporting

What success metrics matter most to you? (Check up to 3) Reach / ImpressionsEngagement (likes/comments/shares)Follower growthLeads/inquiriesWebsite trafficOnline reviewsOther

9. Extra Insights

Is there anything else you'd like to share with us that could help guide our work?

Marketing that makes sense

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